AMD Just Flipped The Script On AI: A 70% Price Hike That Could Change Everything

Summary

• AMD's rumored 70% price jump for its Instinct MI350 AI chips—from $15,000 to around $25,000—is a real-time signal that AMD is evolving from being just a chip supplier to a full-scale AI compute platform player.
• The MI350 is getting close enough to Nvidia's performance that AMD can finally charge something closer to a premium. This chip isn't just a budget-friendly alternative anymore—it's being used in real-world, mission-critical AI workloads.
• Instead of chasing Nvidia, AMD now looks like it's trying to lead on pricing and system-level execution. That's a major departure from its previous role as the cheaper alternative.
• If AMD can sustain this kind of pricing power, it could seriously shift investor sentiment and potentially start to close the gap on valuation multiples with Nvidia and Broadcom.

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Originally published on July 29, 2025

AMD's (NASDAQ:AMD) rumored 70% price jump for its Instinct MI350 AI chips - from $15,000 to around $25,000 - is a real-time signal that AMD is evolving from being just a chip supplier to a full-scale AI